Clipboards - Client Arrival and Transfers

Working with Clipboards Once Your Client Arrives

When a client with an appointment arrives, the responsible staff member transfers the patient to a clipboard such as 'Waiting Room' or 'Surgery'.

As the patient progresses through their visit, this can be reflected in the clipboards. For example, when a visit has been completed, the vet can transfer the patient record from the 'Visit Room' clipboard to the 'Waiting to Pay' clipboard, ready for the receptionist to take payment.

TRANSFERRING PATIENTS BETWEEN CLIPBOARDS

Transferring by Drag and Drop

1. Select ‘Clipboards and Appointments’ and find the relevant appointment.